EM Energy: Big Underperformance - Positioning at Record Lows, but Stabilizing.
EM Energy exodus drives worst performance of EM Energy sector in over 15 years. EM active funds are now at their lowest ever exposure to EM Energy...
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Global Emerging Markets Weekly: 5 February 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Long-Term Bullish Inflections For Hang Seng, DAX, MSCI EM, & Bloomberg Commodity Index
The number of major country indexes showing major bullish inflections continues to grow. Broad commodities also breaking a 12.5-year downtrend....
281 Views
GEM Fund Q1 2020 Performance Review: Active Funds Suffer as China Outperforms
The first quarter of 2020 was a challenging one for Global Emerging Market active managers. Active GEM fund Q1 Returns -25.05% on average vs...
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MODEC: Add
Towards the end of 2018 Modec Inc (6269 JP)'s share price dropped 46.5% as the price of crude oil also cratered, falling 44.4% . Since that plunge,...
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